Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kailee? Claim Your ProfileKailee Davis is a financial advisor registered with Ameriprise Financial Services, LLC. Kailee has been in the financial services industry since November 24, 2010. Kailee holds Series 6, 7TO, and SIE licenses as well as Series 63 and 65 licenses. Kailee has offices in Faribault, Elko, and Conshohocken. Kailee also co-owns Epic Wealth Partners, LLC, a financial services firm in Faribault. Kailee is registered to provide investment advice in 31 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
10/10/2024 - Present
Ameriprise Financial Services, LLC (Faribault MN)
CT
11/25/2010 - 06/03/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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